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Jan 22, 2013
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they want to put every single chip on apple or bet against apple. sometimes stocks are just fine. >> tell you what would have been good to put chips on at the beginning of the year, travelers. up more than 4%. one of the best performing dow components of the year. people never know what to say about it. even the wires can't really give you the color, because it's a difficult one to understand sometimes. >> storms are good. storms raise your premiums. have you tried to look at flood insurance, how much it's gone up? when you get your insurance bill, it is going to just shock you. okay? it's going to shock you. travelers is on the move. you always invest in the portfolio. tell us about it. you're familiar with his work. >> he's had an incredibly strong track record of posting very strong returns with that investment portfolio. municipal bonds and things of that nature, as you well know, perhaps even at the bottom, understanding how that market works. but yeah, at the end of the day, they take in premium and they've done a pretty darn good job of inves
they want to put every single chip on apple or bet against apple. sometimes stocks are just fine. >> tell you what would have been good to put chips on at the beginning of the year, travelers. up more than 4%. one of the best performing dow components of the year. people never know what to say about it. even the wires can't really give you the color, because it's a difficult one to understand sometimes. >> storms are good. storms raise your premiums. have you tried to look at flood...
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Jan 28, 2013
01/13
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my bet is it falls in the latter part of the summer. we just went through a major refresh cycle the last part of last year. you never know when apple tv is coming out and major new product and could throw a wrench in the equation. as we look at the product today, we're concerned consensus estimates are too high. >> you talk about demand outside the u.s. being relatively disappointing. increasing competition. pcs are not having a very good decade. when it comes to competition, who do you think is benefitting the most? is this really a samsung story? >> it's samsung and android really, seeing developing markets, part of it is a bigger screen fephenomenon, tied to so manufacturers and samsung has been the biggest beneficiary of that trend. you look at iphone sales the last quarter looks like the u.s. and china are close to 45% of iphone shipments this last quarter bigger than where it's been. it suggests they are struggling outside of those markets. >> average selling prices, too, i heard from some carriers this quarter, people love their
my bet is it falls in the latter part of the summer. we just went through a major refresh cycle the last part of last year. you never know when apple tv is coming out and major new product and could throw a wrench in the equation. as we look at the product today, we're concerned consensus estimates are too high. >> you talk about demand outside the u.s. being relatively disappointing. increasing competition. pcs are not having a very good decade. when it comes to competition, who do you...
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Jan 30, 2013
01/13
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even bet were some of the innovations they're putting into it. we're playing catchup where we fell behind which is great and with some of the things we're pushing in we're pushing the smartphone forward with the true mult
even bet were some of the innovations they're putting into it. we're playing catchup where we fell behind which is great and with some of the things we're pushing in we're pushing the smartphone forward with the true mult
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Jan 25, 2013
01/13
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they have said their big bet is on getting the consumer and taking on am and google. not so specifically. obviously through phones and the tablet market. that's a huge road ahead. you know, they talked yesterday about they had a hundred thousand downloads in the app store. what does apple have? 35 billion or something. it's such a slog. it's hard to imagine. what that means for the company overall, it's too early. i'm not here to speculate about ballmer, just looking through the products. >> you're here to speculate, whether you like it or not. paul, richard, have a great weekend. thanks so much. meantime one of the s.e.c.'s top cops is leaving the agency and could be back on wall street where he started. find out how he responds to criticism that regulators are too soft on the street. later cutting bank accounts and wallets out of online shopping. >> announcer: squawk on the verge. bringing you companies that can transform an industry. >> technology, social media is driving people together and gathering in groups. >> etsy is much more than a website. it's a new econo
they have said their big bet is on getting the consumer and taking on am and google. not so specifically. obviously through phones and the tablet market. that's a huge road ahead. you know, they talked yesterday about they had a hundred thousand downloads in the app store. what does apple have? 35 billion or something. it's such a slog. it's hard to imagine. what that means for the company overall, it's too early. i'm not here to speculate about ballmer, just looking through the products....
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Jan 11, 2013
01/13
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i bet you we take our soldiers out of japan and germany in the next four years. it costs too much money. these countries are buyers of our hardware. >> we should point out this continued dispute between china and japan over the south china sea continues to escalate. to sending fighter jets into near air space. it's certainly something to keep in mind. >> gm is going to be better. and bmw will be better. >> right. as a result of the chinese consumer not buying enough japanese -- >> government putting through a tremendous buy program of stocks there, don't you think? isn't that's what's really happening when you debase the yen? government -- you know, that was the rumor in '89, oh, the government's in buying stocks again. we used to say that about greece. but when you lower the yen -- >> at the weakest level since june of 2010. >> get your walkman out. >> i never put it away. >> he's got it under the table. >> you haven't bought a thing since i've been on a buying spree. i'm going to take you to jcpenney where you can get some slacks. >> i need some slacks. >> stra
i bet you we take our soldiers out of japan and germany in the next four years. it costs too much money. these countries are buyers of our hardware. >> we should point out this continued dispute between china and japan over the south china sea continues to escalate. to sending fighter jets into near air space. it's certainly something to keep in mind. >> gm is going to be better. and bmw will be better. >> right. as a result of the chinese consumer not buying enough japanese...
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Jan 18, 2013
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. >> you bet. >> john harwood. meantime talks in netflix saying long time bear going bullish, upgrading to a buy this morning from a neutral on the cnbc newsline, the analyst behind that call, tony wible. great to have you back. welcome. >> thanks for having me. >> somebody said this morning you going bullish on netflix is the equivalent of hell freezing over. do you see it that way? >> yeah. i've heard a lot that. it's important to take fresh looks at stuff. >> what was it that did it? you cited a number of catalysts the disney deal but there must have been something that planted the seed for what i am guessing will be a sustained run of enthusiasm or optimism. >> the biggest thing really is the deal, we're seeing studios and the cable companies taking a fresh perspective of the company which leads us to do the same thing. it is still manifesting in the sense that time warner, frankly reluctant with netflix in the past and now hearing about netflix getting these deals with cable companies. i think those things com
. >> you bet. >> john harwood. meantime talks in netflix saying long time bear going bullish, upgrading to a buy this morning from a neutral on the cnbc newsline, the analyst behind that call, tony wible. great to have you back. welcome. >> thanks for having me. >> somebody said this morning you going bullish on netflix is the equivalent of hell freezing over. do you see it that way? >> yeah. i've heard a lot that. it's important to take fresh looks at stuff....